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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,926 | $138,075-68.9% | $123,552-65.3% | $135,379-68.3% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | 9.65% | 153.70%-144.0pp | 119.20%-109.5pp | 519.79%-510.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,163 | $6,800+49.5% | $6,426+58.2% | $5,609+81.2% |
| Admin fee / account holder | $3,949 | $10,917-63.8% | $9,285-57.5% | $10,828-63.5% |